Mutual Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Mutual Advisors’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.98M	Sell	43,195 -1,321	-3%	-$186K	0.13%	153
2026 Q1	$4.99M	Sell	44,516 -54,974	-55%	-$6.5M	0.11%	188
2025 Q4	$11.9M	Buy	99,490 +7,066	+8%	+$847K	0.25%	68
2025 Q3	$11.1M	Buy	92,424 +3,863	+4%	+$450K	0.24%	70
2025 Q2	$10.2M	Buy	88,561 +71,240	+411%	+$7.11M	0.25%	67
2025 Q1	$1.63M	Buy	17,321 +20	+0.1%	+$1.96K	0.05%	333
2024 Q4	$1.69M	Buy	+17,301	New	+$1.64M	0.05%	318

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mutual Advisors's SPMO Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3% in Q2 2026, selling an estimated $186K and leaving 43,195 shares worth $6.98M. The position accounts for 0.13% of the portfolio, ranked #153.

Mutual Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mutual Advisors held 43,195 shares of Invesco S&P 500 Momentum ETF worth $6.98M as of Q2 2026.
Mutual Advisors sold 1,321 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $186K.
Invesco S&P 500 Momentum ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #153 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Mutual Advisors's Invesco S&P 500 Momentum ETF position peaked at $11.9M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.